Update Contract Prices

Form ID: (CT503000)

You can use this form to update prices for contracts (contract templates). You change pricing options of a contract item by using the Contract Items (CT201000) form. Then, on this form, you view the list of contracts and contract templates that include modified contract item and select those you want to update with these changes.

If a contract has the Active status, you can update pricing options of a setup and renewal items. If a contract has the Draft or Pending Activation status, you can update pricing options of a setup, renewal, and recurring items.

Form Toolbar

The form toolbar includes standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.


Button	Description
Update	Updates the contracts (contract templates) you have selected by using the unlabeled check boxes in the table.
Update All	Updates all the contracts (contract templates) listed in the table.

Selection Area

You use this area to select a modified contract item, and review its current pricing details and pricing details used in contracts that include the selected contract item.


Element	Description
Item Code	The unique identifier of a contract item.
Setup Pricing	A read-only box that displays the pricing policy defined for the setup item, which can be one of the following options: Use Item Price: The applicable sales price of the non-stock item is used. If a sales price is not found, the default price of the non-stock item is used. For details, see Sales Prices: General Information. Percent of Item Price: The price is a percentage calculated by applying the percent specified in the Item Price/Percentage box to the base price of the non-stock item. Enter Manually: The price is specified manually in the Item Price/Percent box and then can be changed in a contract.
Item Price/Percent	A read-only box that displays the setup item price or percent to be applied to the non-stock item price.
Setup Price	A read-only box that displays the contract item price for setup, which is calculated based on the settings specified in the Setup Pricing and Item Price/Percent boxes.
Renewal Pricing	A read-only box that displays the pricing policy defined for the renewal item, which can be the one of the following options: Use Item Price: The applicable sales price of the non-stock item is used. If a sales price is not found, the default price of the non-stock item is used. For details, see Sales Prices: General Information. Percent of Item Price: The price is a percentage calculated by applying the percent specified in the Item Price/Percent box to the non-stock item price. Percent of Setup Price: The price is a percentage calculated by applying the percent specified in the Item Price/Percent box to the contract item setup price. Enter Manually: The price is specified manually in the Item Price/Percent box and then can be changed in a contract.
Item Price/Percent	A read-only box that displays the renewal item price or percent to be applied to the non-stock item price.
Renewal Price	A read-only box that displays the contract item price for renewal, which is calculated based on the settings specified in the Renewal Pricing and Item Price/Percent boxes.
Recurring Pricing	A read-only box that displays the pricing policy defined for the recurring item, which can be the one of the following options: Use Item Price: The applicable sales price of the non-stock item is used. If a sales price is not found, the default price of the non-stock item is used. For details, see Sales Prices: General Information. Percent of Item Price: The price is a percentage calculated by applying the percent specified in the Item Price/Percent box to the non-stock item price. Percent of Setup Price: The price is a percentage calculated by applying the percent specified in the Item Price/Percent box to the contract item setup price. Enter Manually: The price is specified manually in the Item Price/Percent box and then can be changed in a contract.
Item Price/Percent	A read-only box that displays the recurring item price or percent to be applied to the non-stock item price.
Recurring Price	A read-only box that displays the contract item recurring price, which is calculated based on the settings specified in the Recurring Pricing and Item Price/Percent boxes.
Extra Usage Pricing	A read-only box that displays the pricing policy defined for the recurring item, which is applied to the price if the customer has exceeded the included quantity of the service. It can be one of the following options: Use Item Price: The applicable sales price of the non-stock item is used. If a sales price is not found, the default price of the non-stock item is used. For details, see Sales Prices: General Information. Percent of Item Price: The price is a percentage calculated by applying the percent specified in the Item Price/Percent box to the non-stock item price. Percent of Setup Price: The price is a percentage calculated by applying the percent specified in the Item Price/Percent box to the contract item setup price. Enter Manually: The price is specified manually in the Item Price/Percent box.
Item Price/Percent	A read-only box that displays the recurring item price for extra usage or percent to be applied to the non-stock item price.
Extra Usage Price	A read-only box that displays the contract item price for extra usage, which is calculated based on the settings specified in the Extra Usage Pricing and Item Price/Percent boxes.

Table

This table contains the list of contracts (and contract templates) that include the contract item specified in the Selection area. You can compare the pricing options of the contract item displayed in the Selection area with those used in contracts (contract templates). You can select contracts (contract templates) by using the check boxes in the first column.

The list of values on the tab may be limited based on the roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. With the feature enabled, the Restrict Visibility To box appears on the Financial tab of the Customers (AR303000) form. The system lists the contracts of customers for which one of the following is true:

The Restrict Visibility To box is empty for the customer—that is, the customer’s visibility is not restricted.
A branch or company is specified in the Restrict Visibility To box for the customer, and your user account is assigned to the role specified in the Access Role box of the Configuration Settings section of one of the following: the Branch Details tab of the Branches (CS102000) form for the branch, or the Company Details tab of the Companies (CS101500) form for the company.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.


Column	Description
Included	An unlabeled check box that you can select to include the contract (contract template) for processing.
Type	The type of the entity which can be Contact or Template.
Identifier	The unique identifier of a contract (contract template), which is also the link to the Customer Contracts (CT301000) form (or to the Contract Templates (CT202000) form), where you can review the details of the selected contract (contract template).
Status	A read-only box that displays the status of a contract (contract template).
Setup Pricing	A read-only box that displays the pricing policy currently used in the contract (contract template) for the setup item, which can be the one of the following options: Use Item Price: The applicable sales price of the non-stock item is used. If a sales price is not found, the default price of the non-stock item is used. For details, see Sales Prices: General Information. Percent of Item Price: The price is a percentage calculated by applying the percent specified in the Item Price/Percentage box to the price of the non-stock item. Enter Manually: The price is specified manually in the Item Price/Percent box and then can be changed in a contract.
Price/Percent	A read-only box that displays the setup item price or percent to be applied to the non-stock item price currently used in the contract (contract template).
Setup Price	A read-only box that displays the contract item price for setup, which is calculated based on the settings specified in the Setup Pricing and Price/Percent boxes.
Renewal Pricing	A read-only box that displays the pricing policy currently used in the contract (contract template) for the renewal item, which can be the one of the following options: Use Item Price: The applicable sales price of the non-stock item is used. If a sales price is not found, the default price of the non-stock item is used. For details, see Sales Prices: General Information. Percent of Item Price: The price is a percentage calculated by applying the percent specified in the Item Price/Percent box to the non-stock item price. Percent of Setup Price: The price is a percentage calculated by applying the percent specified in the Item Price/Percent box to the contract item setup price. Enter Manually: The price is specified manually in the Item Price/Percent box and then can be changed in a contract.
Price/Percent	A read-only box that displays the renewal item price or percent to be applied to the non-stock item price currently used in the contract (contract template).
Renewal Price	A read-only box that displays the contract item price for renewal, which is calculated based on the settings specified in the Renewal Pricing and Price/Percent boxes.
Recurring Pricing	A read-only box that displays the pricing policy currently used in the contract (contract template) for the recurring item, which can be the one of the following options: Use Item Price: The applicable sales price of the non-stock item is used. If a sales price is not found, the default price of the non-stock item is used. For details, see Sales Prices: General Information. Percent of Item Price: The price is a percentage calculated by applying the percent specified in the Item Price/Percent box to the non-stock item price. Percent of Setup Price: The price is a percentage calculated by applying the percent specified in the Item Price/Percent box to the contract item setup price. Enter Manually: The price is specified manually in the Item Price/Percent box and then can be changed in a contract.
Price/Percent	A read-only box that displays the recurring item price or percent to be applied to the non-stock item price currently used in the contract (contract template).
Recurring Price	A read-only box that displays the contract item recurring price currently used in the contract (contract template), which is calculated based on the settings specified in the Recurring Pricing and Price/Percent boxes.
Extra Usage Pricing	A read-only box that displays the pricing policy currently used in the contract (contract template) for the recurring item, which is applied to the price if the customer has exceeded the included quantity of the service. It can be one of the following options: Use Item Price: The applicable sales price of the non-stock item is used. If a sales price is not found, the default price of the non-stock item is used. For details, see Sales Prices: General Information. Percent of Item Price: The price is a percentage calculated by applying the percent specified in the Item Price/Percent box to the non-stock item price. Percent of Setup Price: The price is a percentage calculated by applying the percent specified in the Item Price/Percent box to the contract item setup price. Enter Manually: The price is specified manually in the Item Price/Percent box.
Price/Percent	A read-only box that displays the recurring item price for extra usage or percent to be applied to the non-stock item price currently used in the contract (contract template).
Extra Usage Price	A read-only box that displays the contract item price for extra usage currently used in the contract (contract template), which is calculated based on the settings specified in the Extra Using Pricing and Price/Percent boxes.